John Kenneth Siegel
Investment Adviser Representative at Willis Johnson Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Kenneth Siegel is an investment adviser representative with Willis Johnson Wealth in Houston, TX, where they have been registered since 2018. They have worked in the securities industry since 2016 and were previously registered with J.p. Morgan Securities LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JP Morgan Securities LLCNov 2015 – Jun 2018Houston, TX
- Willis Johnson & AssociatesOct 2018 – no end date reportedHouston, TX
- N/aJun 2018 – Oct 2018Houston, TN
- Willis Johnson & AssociatesOct 2018 – Jan 2024Houston, TX
- Willis Johnson & AssociatesJan 2024 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Willis Johnson Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $750,000 (waivable)
- First $500,0001.20%
- Next $500,000 - $3,000,0000.90%
- Next $3,000,000 - $5,000,0000.85%
- Next $5,000,000 - $10,000,0000.65%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 28
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- SEC file number:
- 801-66191
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Willis Johnson Wealth
Showing 12 of 28 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Kenneth Siegel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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